How to Integrate Podio with SurveyMonkey

Quick summary

This guide shows you how to integrate Podio with SurveyMonkey by building a Zap in Zapier that automatically triggers a SurveyMonkey action whenever a specified event occurs in Podio. Connecting these two tools eliminates manual data transfer and keeps your survey responses and project data in sync without any coding.

Steps

1. Head over to the left-side panel, then click 'Create'.
2. Select 'Zaps' from the list of options.
3. Click 'Trigger' to start the integration process.
4. Search for 'Podio' and select it from the suggested results as your Trigger app.
5. Choose your preferred 'Trigger Event' from the dropdown.
6. Tap 'Sign In' and log into your Podio account.
7. Click 'Grant Access' to agree to the terms and give the necessary permissions.
8. Fill in the information needed to set up the Trigger.
9. Tap 'Continue' to run your inputs and test the Trigger.
10. Click 'Continue' again to proceed to the Action setup.
11. Select 'SurveyMonkey' as the Action app.
12. Open the drop-down menu and choose the specific 'Action Event' you want to use.
13. Tap 'Sign In' and log into your SurveyMonkey account.
14. Specify the data center assigned to your SurveyMonkey account, then click 'Yes, Continue to SurveyMonkey'.
15. Click 'Authorize' to grant Zapier access to SurveyMonkey.
16. Fill out all input fields with the required information one by one.
17. Tap 'Continue' to publish and activate the integration.
18. Your Podio account is now fully integrated with SurveyMonkey via Zapier.